Portfolio Performance & Attribution Leader

JPMorganChase

Metro Manila

On-site

PHP 1,600,000 - 2,600,000

Full time

2 days ago
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Job summary

JPMorganChase in Manila is seeking a Portfolio Analysis Analyst to lead day-to-day performance measurement, attribution, and reporting across asset classes. You will partner with technology, compliance, and controls to implement scalable solutions and improve data quality and governance.

The role requires 3+ years in performance reporting or analytics, strong Excel/PowerPoint skills, and the ability to work across globally integrated teams.

Qualifications

  • Minimum of 3 years of experience in performance reporting, attribution, investment operations, analytics, or a related field.
  • Ability to work independently, set priorities, and deliver results under tight time frames and pressure.
  • Strong analytical skills, including the ability to document and communicate complex (including quantitative) requirements clearly.
  • Strong interpersonal, communication, listening, and writing skills.
  • Demonstrated ability to present to groups and lead discussions with diverse stakeholders.
  • Ability to communicate effectively with all levels of personnel, including senior stakeholders.
  • Ability to work effectively as part of a globally integrated team.
  • Action-oriented mindset with a focus on results and continuous improvement.
  • Proficiency in Microsoft Excel and PowerPoint.

Responsibilities

  • Lead day-to-day performance measurement and attribution processes across global asset classes, including equity, fixed income, and multi-asset strategies.
  • Deliver monthly client and fund performance reporting, ensuring timely and accurate production of performance metrics.
  • Apply industry-standard performance calculation methodologies and tools to support consistent reporting outcomes.
  • Validate and reconcile investment account returns to ensure data integrity, completeness, and traceability.
  • Maintain and enhance performance measurement databases and systems to meet evolving reporting needs.
  • Implement and execute data quality controls and procedures to reduce reporting risk and errors.
  • Analyze changes in performance and attribution results, quantify drivers, and communicate findings to senior stakeholders.
  • Monitor data quality by comparing computations from different sources (for example, internal versus external).
  • Provide ad hoc data research and analysis to support business questions and reporting requests.
  • Support regulatory, controls, and governance deliverables, including documentation and evidence as required.
  • Contribute to strategic initiatives by defining business requirements, identifying key milestones and risks, and supporting testing activities as needed.

Skills

Analytical thinking
Communication skills
Independent work
Cross-functional collaboration
Presentation skills

Tools

Microsoft Excel
PowerPoint

Job description

JPMorganChase in Manila is seeking a Portfolio Analysis Analyst to lead day-to-day performance measurement, attribution, and reporting across asset classes. You will partner with technology, compliance, and controls to implement scalable solutions and improve data quality and governance.

The role requires 3+ years in performance reporting or analytics, strong Excel/PowerPoint skills, and the ability to work across globally integrated teams.

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